Creating your Letter and "Starter" Mail Merge Document

Creating your Letter and "Starter" Mail Merge Document

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A Step-by-Step Guide to Streamlining Tax Statements with Salesforce, Excel, and Word Mail Merge

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Introduction

Step 1: Create your Salesforce Report and Export

Creating your Report

Exporting to Excel

Step 2: Manipulate your Spreadsheet

Create and Name your Tabs

Example file

Create the "Unique Id" Field

Create VLookups for your demographic columns

Create Transpose Formula for your Amount Fields

Create a Sum Formula to add up Gift Amounts

Create a Transpose Filter Formula for your Date field

Create a Total Number of Gifts Formula

Step 3: Crafting Perfect Tax Statements with Word Mail Merge

Creating your Letter and "Starter" Mail Merge Document

Adding Parameters

Sample Ack-Letter-for-lesson-with-merge.docx

Mail-Merge Task Explainer video